PEOPLE MOVES: CISI, Charles Stanley, Lombard Odier
CEO steps down from professional body, as wealth manager makes c-suite change
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
CEO steps down from professional body, as wealth manager makes c-suite change
A week after the completion date was pushed back by a month
Completion date pushed back as firms do not believe they will get FCA approval in time
HSBC Life discovers an ‘intrinsic link’ between financial planning and improved mental and physical health
‘Where there’s a Will, there’s a war’ as brothers and sisters draw battle lines
One parliamentarian in the spotlight for £200,000 Charles Stanley gig
‘Ability of the adviser to address and tackle the core issues of vulnerable clients and family disputes will be vital’
DIYers who want to find out more but are hesitant about paying a fee for a full financial plan
Asset manager names Australia and New Zealand CEO, as investment platform appoints managing director
Private bank recruits head of international, while wealth manager makes a quartet of hires
Deal will add £27.1bn in client assets to the group
Professional body names president, as advice firm hires head of network